Filings through .
Filed December 31, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $85,317 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
21 funds of $250K or more; 17 lines in all, holding $94.4M of the plan's $105M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $35.1M | 37.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.4M | 16.4% |
| Principal/T. Rowe Price Institutional Large-Cap Growth Managed CIT N T. Rowe Price · Collective trust | $9.5M | 10.1% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $8.3M | 8.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 4.3% |
| Principal/MFS Value CIT N Fund MFS (Sun Life) · Collective trust | $3.9M | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 3.6% |
| MFS Total Return Fund R4 MFS (Sun Life) · Mutual fund | $2.6M | 2.8% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 2.7% |
| MFS Research International Fund R4 MFS (Sun Life) · Mutual fund | $2.1M | 2.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeDelaware Emerging Markets Inst to Nomura Emerging Markets I Fund | $1.2M to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.